CIP

Convergence Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 52.35%
This Quarter Est. Return
1 Year Est. Return
+52.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.54M
3
+$2.5M
4
IPG
Interpublic Group of Companies
IPG
+$2.43M
5
MDT icon
Medtronic
MDT
+$2.18M

Top Sells

1
+$4.98M
2
+$3.37M
3
+$3.21M
4
AVB icon
AvalonBay Communities
AVB
+$2.59M
5
UNP icon
Union Pacific
UNP
+$2.42M

Sector Composition

1 Technology 16.97%
2 Financials 16.77%
3 Healthcare 12.46%
4 Industrials 10.79%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$152K 0.04%
+2,685
252
$149K 0.04%
+3,764
253
$147K 0.04%
+2,469
254
$147K 0.04%
1,477
-7,967
255
$147K 0.04%
+2,756
256
$146K 0.04%
+4,001
257
$145K 0.04%
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258
$142K 0.04%
3,077
-1,538
259
$142K 0.04%
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260
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261
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262
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6,458
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263
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4,370
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264
$139K 0.04%
16,409
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265
$138K 0.04%
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266
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267
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$132K 0.04%
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270
$131K 0.04%
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271
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272
$128K 0.04%
+613
273
$127K 0.04%
2,370
-3,305
274
$122K 0.03%
+3,737
275
$121K 0.03%
11,451
-6,282
9 10
11
12 13